|
Institutional
Holders
Total
Institutions:
|
26 6 |
|
Total
shares held :
|
1,572,945 |
|
% of shares
held :
|
17.48% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
1,006,058 |
|
% of shares
held change :
|
11.18% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
217 |
- |
2024-03-31 |
539,116 |
$8,383,000 |
6,406 |
|
Hedeker Wealth Management Group LLC |
18 |
- |
2024-03-31 |
388,192 |
$6,036,000 |
4,701 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
914 |
- |
2024-03-31 |
366,422 |
$4,632,000 |
94,682 |
|
BANK OF AMERICA CORP /DE/ |
3741 |
- |
2024-03-31 |
102,249 |
$1,590,000 |
63,391 |
|
Sonoma Private Wealth LLC |
8 |
- |
2024-03-31 |
87,284 |
$1,357,000 |
16,894 |
|
LPL FINANCIAL CORP |
3177 |
- |
2024-03-31 |
60,467 |
$940,000 |
24,680 |
|
Phoenix Wealth Advisors |
52 |
- |
2024-03-31 |
53,496 |
$832,000 |
26,928 |
|
Advisor Group Holdings Inc. |
2679 |
- |
2024-03-31 |
43,440 |
$675,000 |
6,536 |
|
Jacobi Capital Management LLC |
473 |
- |
2024-03-31 |
10,149 |
$158,000 |
48 |
|
UBS Group AG |
5376 |
- |
2024-03-31 |
2,729 |
$42,000 |
624 |
|
Aspire Private Capital LLC |
489 |
- |
2024-03-31 |
308 |
$5,000 |
3 |
|
Covestor Ltd |
1801 |
- |
2024-03-31 |
182 |
$3,000 |
24 |
|
FMR LLC |
4497 |
- |
2024-03-31 |
104 |
$2,000 |
104 |
|
MORGAN STANLEY |
6821 |
- |
2024-03-31 |
106 |
$2,000 |
54 |
|
|
14 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|